Rob Lockerman, Cfa Email & Phone Number

Atlanta Metropolitan Area

Corbin Advisors is an Investor Relations research and advisory firm assisting public companies with unlocking their full market potential through perception studies, investor presentations, ESG, and other related services. As a VP in the Investor Day practice, I am responsible for guiding senior executives in all facets of developing and communicating a.

Atlanta Metropolitan Area

Responsible for providing strategic direction for some of Deloitte’s largest clients as an account leader and subject matter expert.

Greater Atlanta Area

• Provided leadership, direction, and functional expertise to develop, plan, implement, execute & monitor strategies to drive medium and long-term growth and profitability initiatives for the Group Protection and.
• Grew the strategy team from a one-person operation supporting a single business unit to a four-person team supporting multiple business units and corporate functions.
• Provided support for the $1.6 billion acquisition and subsequent integration of a competitor’s Group Insurance operations, effectively doubling the revenue of the company while driving more than $125 million in net.
• Drove development of multi-year strategic investment roadmap, identifying key post-integration investments needed to increase sales while improving margins by 4-6 percentage points.

Greater Atlanta Area

Chattanooga, TN

• Provided oversight and financial management for all aspects of a “digital” distribution channel with more than $1 billion in annual revenue. Drove top line growth and improved profitability by negotiating deals with.
• Negotiated compensation deals to incentivize key FinTech strategic partners, contributing to 8.5% year-over-year sales growth and 15% operating margins in the first full year of operations.
• Established key performance indicators (KPIs) to support partner development and enhanced risk management, contributing to more than 90% persistency for the company’s core product lines.
• Developed a roadmap of digital distribution opportunities and guided the prioritization of supporting investments in support of a full-year sales goal of $940 million.

Portland, Maine Area

• As “Chief of Staff” to the CEO of Unum US, I organized and facilitated strategy sessions for senior leaders to identify and plan for disruptive forces impacting the business.
• Spearheaded business innovation efforts by implementing an enterprise-wide innovation platform and providing management and oversight for a $5 million innovation and business development budget.
• Provided leadership for projects initiated by the CEO and served as a liaison between senior executives and business line managers for various business initiatives.

Chattanooga, Tennessee Area

• Proactively communicated the Unum value story to buy-side and sell-side investors, rating agencies and distribution partners. Prepared financial communications, including earnings releases, press releases, conference.
• Conducted comprehensive evaluation of Unum's ratings drivers, leading to ratings upgrades from all four major rating agencies and annual savings of more than $1 million from lower financing costs.
• Engaged in cross-functional business planning and project support with Corporate Strategy, Corporate Development, Treasury, Corporate Communications and Enterprise Risk Management.
• Developed and facilitated a Financial Acumen program to educate senior leaders on business valuation drivers.

Chattanooga, Tennessee Area

• Provided buy-side credit analysis for a $50 billion general account portfolio. Oversaw the management and trading of Unum’s $500 million money-market portfolio, directing all trading and spread arbitrage activity.
• Served as the lead credit analyst for the company’s largest sector exposure, maintaining ongoing research coverage of companies within the sector and identifying new opportunities for value creation through new.
• Successfully guided the portfolio through the 2008 liquidity crisis by structuring various liquidity management transactions while successfully avoiding investment losses.

Chattanooga, Tennessee Area

Chattanooga, Tennessee Area

Chattanooga, Tennessee Area

Taught courses on Small Business Finance, Financial Institutions & Markets, and Managerial Finance

Charlotte, North Carolina Area

Provided business unit financial support, focusing on management reporting, budgeting, and forecasting of product sales and expenses. Supported development of individual segment Profit & Loss statements. Completed analytical work to support the development, build-out and monthly production of business unit performance and scorecard metrics.

Chattanooga, Tennessee Area

Co-managed approximately $45 million in client assets using a variety of investment strategies. Developed and delivered educational seminars on financial planning for high net worth investors. Analyzed investment performance, monitored equity research, and assimilated client updates.

Greater Nashville Area, TN

Served investors in the local market through financial education and superior customer service, contributing to more than $50 million in new assets for the branch in less than one year.

Management Development Program For Officers

Master Of Business Administration (Mba), Finance, Investments & Accounting

Bachelor'S Degree, Music

Activities and Societies: MTSU Band of Blue